Privacy Policy

1. Introduction and Consent

This Privacy Policy governs the collection, use, disclosure, and protection of your personal and financial information by Slim Tax. BY USING OUR SERVICE, YOU EXPLICITLY CONSENT TO THE COLLECTION AND USE OF YOUR INFORMATION AS DESCRIBED IN THIS POLICY.

2. Information We Collect

Personal Information

We may collect the following personal information:

• Name and contact information (email, phone number)
• Account credentials
• Billing and payment information
• Tax identification numbers

Financial Information

To provide our tax strategy services, we may collect:

• Tax return data
• Income information
• Deduction and credit information
• Investment and asset information

Usage Information

We automatically collect:

• Device and browser information
• IP address and location data
• Usage patterns and preferences
• Interaction with our AI advisor

3. How We Use Your Information

We use your information to:

• Provide and improve our tax strategy services
• Analyze your tax situation and provide recommendations
• Communicate with you about your account and services
• Process payments and manage subscriptions
• Comply with legal and regulatory requirements
• Protect against fraud and unauthorized access

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

Service Providers

Third-party vendors who assist us in operating our service, such as cloud hosting providers, payment processors, and analytics services.

Legal Requirements

We may disclose information if required by law, court order, or other legal process, or to protect our rights and the safety of our users.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the successor entity.

5. Data Security and Limitations

While we implement security measures to protect your information, YOU ACKNOWLEDGE THAT:

• NO SECURITY SYSTEM IS IMPENETRABLE
• WE CANNOT GUARANTEE THE ABSOLUTE SECURITY OF YOUR DATA
• DATA TRANSMISSION OVER THE INTERNET IS INHERENTLY INSECURE
• UNAUTHORIZED ACCESS, HACKING, OR OTHER BREACHES MAY OCCUR
• YOU TRANSMIT DATA AT YOUR OWN RISK

Our Security Measures Include:

• Industry-standard encryption protocols
• Secure data centers with physical controls
• Regular security assessments
• Access controls and authentication
• Employee training on data protection

Data Breach Notification

In the event of a data breach that may compromise your personal information, we will notify affected users in accordance with applicable law. However, we are not responsible for any damages resulting from unauthorized access to your information.

6. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Tax-related data is typically retained for seven years to comply with IRS requirements. You may request deletion of your account and associated data at any time.

7. Your Rights and Choices

You have the right to:

• Access and receive a copy of your personal information
• Correct or update inaccurate information
• Request deletion of your information
• Object to certain uses of your information
• Withdraw consent where applicable
• Opt-out of marketing communications

8. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze usage, and provide personalized content. You can manage cookie preferences through your browser settings. For more information, see our Cookie Policy.

9. Children's Privacy

Our Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

11. State-Specific Privacy Rights

California Privacy Rights (CCPA/CPRA)

California residents have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

• Right to know what personal information we collect, use, and disclose
• Right to delete personal information (subject to legal exceptions)
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising privacy rights
• Right to correct inaccurate personal information
• Right to limit use of sensitive personal information

To exercise these rights, contact us at privacy@slim.tax. We may require verification of your identity before processing requests.

Other State Privacy Rights

Residents of Colorado, Connecticut, Utah, and Virginia may have similar rights under their respective state privacy laws. Contact us for more information about exercising your rights under applicable state law.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the “Last updated” date. We encourage you to review this policy periodically.

13. DISCLAIMERS AND LIMITATIONS

YOU ACKNOWLEDGE AND AGREE THAT:

• WE PROCESS DATA “AS IS” WITHOUT WARRANTIES OF ACCURACY
• AI SYSTEMS MAY GENERATE ERRORS OR INACCURACIES
• WE ARE NOT LIABLE FOR DATA LOSS OR CORRUPTION
• WE ARE NOT RESPONSIBLE FOR THIRD-PARTY DATA PRACTICES
• YOU ARE RESPONSIBLE FOR MAINTAINING BACKUPS OF YOUR DATA
• WE MAY SUSPEND OR TERMINATE ACCESS TO PROTECT DATA SECURITY

14. EXPLICIT USER ACKNOWLEDGMENTS

BY USING OUR SERVICE, YOU ACKNOWLEDGE THAT:

• YOU HAVE READ THIS PRIVACY POLICY IN ITS ENTIRETY
• YOU CONSENT TO ALL DATA PRACTICES DESCRIBED HEREIN
• YOU UNDERSTAND THE RISKS OF SHARING FINANCIAL DATA
• YOU ACCEPT RESPONSIBILITY FOR THE ACCURACY OF YOUR DATA
• YOU WILL NOT HOLD US LIABLE FOR DATA BREACHES BEYOND OUR CONTROL

15. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at: